Indpendent Financial Planner

Benjamin Grimsey

DipFA, CeMAP

With a wealth of experience in financial services and a strong background in business operations, Benjamin Grimsey offers clear, honest, and client-focused advice across pensions, investments, protection, mortgages, and retirement planning. As an Independent Financial Planner at Octo Financial Planning, Ben works closely with individuals and families to help them build secure financial futures tailored to their goals.

Having previously worked in private healthcare management and later retrained in financial advice, Ben brings a practical, empathetic approach to planning. He holds both the DipFA and CeMAP qualifications and is registered with the FCA.

Whether you’re looking to grow your wealth, prepare for retirement, protect your family, or secure the right mortgage, Ben provides transparent, jargon-free guidance every step of the way. Based in Cornwall and working with clients locally and across the UK, he combines technical expertise with a down-to-earth style that puts clients at ease.

Outside of work, Ben enjoys sea swimming, family life with his wife and two young sons, and exploring the Cornish coast.